WooCommerce Point of Sale. How to Create Orders Via POS

WooCommerce point of sale is a flexible tool that greatly contributes to order fulfillment and increases its efficiency. Integrating with POS system lets you save time and instantly create orders within one-page wizard accessible in Store Manager for WooCommerce application.

WooCommerce POS (WooCommerce point of sale system) has been introduced to Store Manager in version 1.8.0.533. In case you use version older than this, please update WooCommerce Manager to seize point of sale technology.

Why Is POS Worth Using?

Integrated point of sale wizard brings you multitude of advantages:

Cuts down order entry time

Flexible product search within WooCommerce POS lets quickly add items to the order

Barcode scanner is supported that allows to read product EAN codes and instantly insert these products to order

WooCommerce order processing can be easily fulfilled via cash/change calculating

Allows to create orders operating with keyboard and hotkeys without mouse using

How to Create WooCommerce Order: Detailed Instructions

In order to launch WooCommerce POS in Store Manager, you can just press F11 hotkey or click its icon in Store section.

WooCommerce Point-of-Sale - How to Create Orders Via POS

You can also select some products from the grid and instantly add them to POS page clicking corresponding option in the context menu.

WooCommerce Point-of-Sale - How to Create Orders Via POS

POS window represents smartly arranged data handling sections, where you can set customer, delivery and payment methods and complete order processing.

1. Add Products to Order in Point of Sale

Products can be inserted to order form manually, being selected from the product list, via search option or by means of barcode scanner.

Pressing search icon within Quick Add Product line will expand the dropdown with all available at the store products and you can choose necessary ones to create WooCommerce order with them.

WooCommerce Point-of-Sale - How to Create Orders Via POS

To refine products search and quickly reach required items from the list, you can use some parameters and narrow search selecting certain fields. It is possible to search through product ID, title, SKU, description, price, stock.

WooCommerce Point-of-Sale - How to Create Orders Via POS

Insert search request in the line, select fields to search through and press Enter to get all the products matching the request.

WooCommerce Point-of-Sale - How to Create Orders Via POS

To automate search insert, use barcode scanner, read product code and get it inputted to order.

To use barcode scanner, you need to adjust device settings. By default the reader acts like keyboard and product search is completed by its code. After EAN is read, it gets to the search field and corresponding product will be shown. It is possible to change the settings and choose "Handle as barcode scanner" option in Preferences (F12) - Barcode Settings. Thus, the scanner performs the function of data input device and transfers read out information to Store Manager.

Once a product is added to WooCommerce point of sale, you can easily change its quantity using +/- on keyboard and adjust product price directly in the form.

2. Assign Customer Account

The customer being registered at WooCommerce, you can assign it to the order just selecting corresponding account from the dropdown. Press search icon beside Customer Info field or click F3 to get the list of registered accounts.

WooCommerce Point-of-Sale - How to Create Orders Via POS

To register new customer account, press New Customer in WooCommerce point of sale window and insert all the details within customer edit form.

WooCommerce Point-of-Sale - How to Create Orders Via POS

3. Set Delivery and Payment Methods

The following step in WooCommerce order creation requires you to select delivery and payment methods. Assign also status to the order selecting suitable one from the dropdown below.

WooCommerce Point-of-Sale - How to Create Orders Via POS

In order to get payment/delivery methods displayed in WooCommerce point of sale, you should configure them from WooCommerce backend.

The options, available on the toolbar below help you process WooCommerce order, calculate cash and change if you use Store Manager for physical stores, generate and print invoices or simply confirm order creation.